Personal Tax Assistant

Clark Wood; Sherborne; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

Clark Wood is seeking a Personal Tax Assistant for a Family Office in Sherborne, focusing on personal financial affairs and tax compliance for high net worth clients. This position offers excellent growth potential within a leading tax department, with benefits including a competitive salary and flexible working options.

Benefits

Attractive salary and bonus review

Option to work from home

Additional pension contributions

Qualifications

• Experience in UK accountancy practice is ideal.
• Dealing with shareholders and directors is advantageous.

Responsibilities

• Assist with a portfolio of personal tax clients and corporate clients.
• Work closely with external tax advisers.

Skills

Private client experience

Tax compliance

Job description

Clark Wood are delighted to be working with a Family Office of an entrepreneurial high net worth Family based in Sherborne who are looking for a Personal Tax Assistant.

The Family Office looks after the personal financial affairs of various family members and the accounting and compliance for numerous Family financial interests.

Due to growth, they are looking to expand their Tax team with the addition of a Tax Assistant or Semi Senior to assist with a portfolio of personal tax clients, corporate clients and trust entities as well as work closely with the Family’s external tax advisers (UK and worldwide).

Private client experience dealing with the tax compliance for Shareholders, Directors and their related OMBs is highly advantageous.

This is an excellent opportunity to join a leading tax department offering a solid platform to progress into a Tax Senior and become a key member of the tax team.

The firm can offer an excellent benefits package including:

•An attractive salary commensurate with experience with a guaranteed annual salary and bonus review.

•Following an initial training/probationary period you will be given the option to work from home for a maximum of two days each week, by agreement and dependent on the needs of the business

•Option to make additional pension contributions through salary sacrifice

If you are based in Somerset or Dorset and looking for new opportunity in Tax, we encourage you to apply.

For more information about this role, please contact Jack Wyatt at Clark Wood on 07880 255933 or via email at [e-mail].

This role is ideal for candidates with relevant experience in a UK accountancy practice. Unfortunately, we are unable to offer visa sponsorship for this position.